“It is important to preserve what we have made. Last two-three years the returns have been very-very good. So, maybe a little more prudent and balanced approach will ensure that we preserve these returns,” says Gurmeet Chadha, Complete Circle Consultants.Not pure play commodities, but commodity stocks definitely, and in particular metals after China talking about … Read more
“I think one thing the market is now trying to price in is that it will survive and I think the first worry was that whether it will survive or not. I think the bigger worry from an investor point of view would be how quickly it can build network, how quickly it can win … Read more
“Companies like Voltas performed well initially, but their recent results, especially in the EMPS space, were disappointing. With per capita spending increasing, fast-moving electrical goods, home improvement, and auto sectors tend to do well,” says Gurmeet Chadha, Complete Circle ConsultantsWe are hearing reports suggesting an acute shortage of air conditioners and other consumer durable goods. … Read more
